PETERSONPRIVATE EQUITY

Our Private Equity Strategy

Peterson Private Equity (PPE) is a middle market equity investor that is growth oriented, flexible, and has a long-term mindset. Over the past 11 years, Peterson has raised 7 private equity funds and has made investments across the United States, Canada, and Brazil. Our initial investments range from $2 million to $20 million.

We believe that individuals are the key differentiator in success, and we seek to back entrepreneurs who are strong leaders and creative thinkers. We seek to become a true partner to our entrepreneurs and support them however we can to achieve their dream and their vision.

PPE invests across a broad range of asset classes and geographies. We take a flexible approach to each investment and are able to tailor a transaction that makes sense for each situation and entrepreneur.

PPE makes flexible growth oriented investments in a variety of ways

1. Growth Investments (Majority & Minority)

PPE is best known as a flexible growth investor. We look for opportunities where our invested capital will remain within the business to accelerate an inflection point opportunity.

Whether the goal is to strengthen a balance sheet, expand into new markets, acquire a competitor or any number of growth related opportunities, PPE aims to provide not just capital, but also support and advice to assist the entrepreneur in responding to growth opportunities.

As a testament to our partnership approach, many of our investments are minority deals. We look to support the pursuit of our entrepreneurs’ vision, through access to our capital, expertise, and network – whether or not we have majority control.

2. Buy-outs

While Peterson is best known as a growth investor, we also participate in the more traditional buy-out investment opportunities. Our partner group has extensive experience executing buy-out transactions and has deep relationships in the middle market lending community. Still, in any of our leveraged buy-out investments, we are first looking to drive value through operational growth, and any leverage we use is conservative and context-driven.

3. Sponsor Co-Investments

Peterson frequently co-invests with other private equity firms and independent sponsors who are seeking our geographical or industry expertise. We have enjoyed productive, collaborative relationships with many co-investors over the years. Ultimately, our goal is to help our portfolio companies succeed – sometimes a mix of expertise is exactly what is needed.

"Peterson Partners understood the vision of what I wanted to accomplish in revolutionizing the airline industry. They were with me each step of the way in building that business."

The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable.

“Our opportunity is not limited by what we know, and thanks to Peterson Partners, we can access a vast network of experienced professionals whose expertise is unmatched. We move forward confidently, knowing that no matter what difficulties we encounter, we have the resources we need to find a quick resolution.”